Setup Instructions for Cin7 Core
This subtopic provides step-by-step instructions to create Cin7 Core integrations in Daton, detailing the prerequisites, the integration process, and important notes.
Setup Instructions for Cin7 Core
This subtopic provides step-by-step instructions to create Cin7 Core integrations in Daton, detailing the prerequisites, the integration process, and important notes.
In this article, we will look at the steps to integrate Cin7 Core with Daton.
Find the links to other articles related to Cin7 Core below:
Prerequisites
Before we get started, make sure you have an active Daton and Cin7 Core API account.
Task 1: Generating AccountId and API Key
If you are a member user or an admin on your Cin7 Core account, follow these steps to access your AccountId and API Key:
1. Log in to your Cin7 Core account, click your profile name (top-right) and select Create new, then navigate to Integration → API and click DEAR API.
2. In the new API instance, copy the Account ID and Key.
Save the credentials, as they will be used during Cin7 Core integration with daton
Task 2: Integrate Cin7 Core with Daton
1. Log in to your Daton account and search for Cin7 Core in the list of Connectors, then click Configure.
2. Enter the following details and click Authenticate:
- Integration Name
- Replication Frequency
- Replication Start Date
Note that the Integration Name will be used to create the integration tables and cannot be modified later.
3. Provide the following credentials and hit authenticate:
- AccountId
- API Key
4. After successful authentication, you can choose from the list of available tables. Select the required tables and click Next.
5. Select the required fields for each table and click Submit.
6. Select the destination for your Cin7 Core account and click Confirm. An integration successful message will be displayed.
Important Note
- Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.
- Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.
- Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.
- On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and the Reload access buttons.